MWA
BAC icon

Muirfield Wealth Advisors’s Bank of America BAC Stock Holding History

Muirfield Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781K Sell
13,701
-575
-4% -$30.6K 0.51% 46
2026
Q1 		$696K Sell
14,276
-3,300
-19% -$170K 0.51% 47
2025
Q4 		$967K Sell
17,576
-634
-3% -$33.5K 0.71% 31
2025
Q3 		$939K Sell
18,210
-33
-0.2% -$1.61K 0.7% 32
2025
Q2 		$863K Buy
18,243
+276
+2% +$11.6K 0.69% 31
2025
Q1 		$750K Buy
17,967
+116
+0.6% +$5.17K 0.64% 33
2024
Q4 		$785K Buy
17,851
+72
+0.4% +$3.17K 0.65% 38
2024
Q3 		$705K Buy
17,779
+1,294
+8% +$51.9K 0.6% 41
2024
Q2 		$656K Buy
16,485
+254
+2% +$9.73K 0.62% 40
2024
Q1 		$615K Hold
16,231
– – 0.59% 40
2023
Q4 		$547K Buy
+16,231
New +$473K 0.58% 38

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Muirfield Wealth Advisors's BAC Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its Bank of America (BAC) stake by 4% in Q2 2026, selling an estimated $30.6K and leaving 13,701 shares worth $781K. The position accounts for 0.51% of the portfolio, ranked #46.

Muirfield Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $967K in Q4 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Muirfield Wealth Advisors held 13,701 shares of Bank of America worth $781K as of Q2 2026.
  • Muirfield Wealth Advisors sold 575 Bank of America shares in Q2 2026, an estimated $30.6K.
  • Bank of America made up 0.51% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Muirfield Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Muirfield Wealth Advisors's Bank of America position peaked at $967K in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.